HGWM
ZEUS

Harvest Group Wealth Management’s Olympic Steel ZEUS Stock Holding History

Harvest Group Wealth Management’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-140
Closed -$2K – 1062
2019
Q4 		$2K Hold
140
– – ﹤0.01% 682
2019
Q3 		$2K Buy
+140
New +$1.74K ﹤0.01% 784
2019
Q2 		– Sell
-245
Closed -$4K – 1018
2019
Q1 		$4K Buy
+245
New +$4.4K ﹤0.01% 456

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's ZEUS Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Olympic Steel (ZEUS) in Q1 2020, closing a stake of 140 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in ZEUS in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 95 funds tracked by Wall St. Rank hold ZEUS as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Olympic Steel position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 140 Olympic Steel shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Olympic Steel in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Olympic Steel position peaked at $4K in Q1 2019.
  • 95 funds tracked by Wall St. Rank held Olympic Steel as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.